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Say Hello to Effortlessly Organised Books
Ensure accuracy, prove compliance, prepare detailed financial reports, make informed business decisions, and easily work with your accountant. With FreshBooks, you get flexible software that grows with you as your accounting needs change.
Ensure Compliance With Accurate Reporting
FreshBooks Double-Entry Accounting gives you everything you need to stay
organised for tax time, stay compliant with regulations, and make decisions based
on up-to-date insights.
And with a customisable Chart of Accounts, you can keep track of every
number as your business grows.
Balance Sheet
Trial Balance
General Ledger
Accounts Payable
Cost of Goods Sold
Chart of Accounts
Accountant Access
Journal Entries
Managing Your Books Is Simple With Advanced Accounting
Grow your business by tracking loans, new assets, and unique income and expense categories. Create insightful reports to see where your business stands and plan for the future.
Know The Metrics That Matter
See where you stand without having to loop in your accountant. With FreshBooks, you can confidently stay on top of the health of your business, make choices based on insights, and understand the costs of running your business—all at a glance. Create accounting reports and use the accounting tools in FreshBooks so you always know the costs of running your business.
Everything Your Accountant Needs…and More
Invite your accountant and their team of up to 10 accountant team members to your FreshBooks account with just a few clicks. Your accountant will be able to update your Journal Entries and Chart of Accounts. Plus, they can run reports, file taxes, and help you make smart business decisions. All for no extra cost.
Whether it’s tax time or you need to make financial decisions, working with your accountant is easy.
Reconcile Your Books–Fast–With Automated Bank Reconciliation
Bank Reconciliation compares your books with imported bank transactions and highlights discrepancies that need fixing. Plus, you can generate a summary report and export it to Excel in one click.
Bank Connections are powered by Plaid, through FreshBooks as their agent.
Paying Bills is a Breeze With Accounts Payable
Keep bills organised so you know where you stand with vendors. Upload an image of your bills, email bills to your account, and import expenses directly from your bank account. Then, run reports like Profit & Loss, Cash Flow Statement, and Accounts Payable Aging to see what’s coming in, outstanding bills, and how much sales tax you’ve paid.
Track Every Type of Transaction With Credits
Have you ever needed to refund a client for a transaction? Or wanted to reward a loyal customer with a discount? With the Credits feature, you can track prepayments, overpayments, and credit notes, and easily apply them to future invoices–all without making a mental note to add them!
Want a More Hands-off Accounting Solution? Try Mazuma
Mazuma does your bookkeeping, accounts, and taxes for you – all with the help of a dedicated team of experts. Plus, it works seamlessly with FreshBooks.
Supporting Your Growing Business
Whether you are a success all on your own or have a vibrant office full of employees, the FreshBooks Customer Support Team is here to help.
Get a hand navigating through reports and information in just 2 rings. FreshBooks ensures you have all the information and tools you need to understand and grow your business.
Contact us today
Frequently Asked Questions
The Reports on your dashboard will give you easy access to all of the business reports available in FreshBooks.
From Profit & Loss to the Sales Tax Summary, FreshBooks gives you standard business reports to help you understand your business’ health. Better yet, you can even easily download the reports to share with your accountant.
While FreshBooks doesn’t generate tax-time specific accounting reports, you can easily get all the information you need to file your small business taxes from the reports provided.
Absolutely. FreshBooks makes it easy to keep a close eye on the bottom line with Profit & Loss Reports you can whip up in mere seconds. Plus, each account has a spiffy dashboard that neatly displays how much your business has spent vs. earned over your selected period of time.
Any credit created for your client, whether it’s a Credit Note, Overpayment or Prepayment Credit, can be automatically applied to invoices generated by a recurring template. Follow the steps here to get it enabled moving forward.
